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Client Service Specialist/Financial Paraplanner

Date Posted: May 17, 2026
Yearly: USD - USD
Job is expired

Job Detail

  • location_on
    Location Makronia, Ohio, United States of America
  • desktop_windows
    Job Type: Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Jun 17, 2026

Job Description

Overview

Golden Reserve LLC is seeking a Client Service Specialist/Financial Paraplanner who will blend the roles of a Paraplanner and Client Services Coordinator. This position is pivotal to the company's operations, managing the client sales process, providing client support, and facilitating insurance applications. The chosen candidate will work in Akron or Canton and contribute to the innovative approach that has positioned Golden Reserve as a rapidly growing financial services company in Ohio.

Key responsibilities

  • Manage the client sales process and build client Roadmaps
  • Provide world-class client support and service
  • Facilitate start-to-finish insurance application execution
  • Support the Sales team to help more families
  • Participate in monthly seminars and weekly TV & Radio Shows

Required skills

  • Two years+ of financial services experience
  • Life Insurance Annuity application management
  • Strong communication skills
  • Time management and problem-solving abilities
  • Experience in Banking & Financial Services
  • Client relations and sales support expertise

What the company offers

  • Competitive salary of $70,000 - $100,000
  • Generous time off policy
  • Health, Vision, and Dental Insurance
  • 401(k) plan
  • Life Insurance
  • Overtime pay

Skills Required

Company Overview

Makronia, Ohio, United States of America

Golden Reserve is a full-service RIA and insurance firm focused on changing the financial industry for retirees and the financial professionals they hire. The company has rapidly expanded to 40 offices across 9 states, providing comprehensive retirem... Read More

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